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Strategies & Market Trends : Value Investing
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To: Graham Osborn who wrote (57478)7/3/2016 9:21:05 PM
From: Spekulatius   of 78746
 
My maximum position is 10% by the time I purchase it, for a stock that I consider fairly safe from a business and balance sheet point of view. I don't think I would have an issue growing this into a 20% position, which is probably as high as I would let it go. I do run a fairly diversified portfolio with many positions from 1-5% of my portfolio.
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